DundeeWealth US offers a broad range of investment strategies to institutional investors and financial intermediaries. Our goal is to empower and support the institutional investor. We work in partnership with well-respected investment management firms located in the United States, Canada and Europe to deliver intelligently designed investment solutions through a variety of investment vehicles, including mutual funds, commingled funds and separately managed accounts. DundeeWealth US also consults with financial intermediaries and pension consultants to develop customized investment vehicles designed to help them meet their business development and client management needs.
DundeeWealth US was established in 2008 with the acquisition of BHR Fund Advisors by a wholly-owned subsidiary of DundeeWealth, Inc. BHR Fund Advisors’ executive team brings a wealth of experience in the development and distribution of investment products for the US market. The acquisition has provided DundeeWealth and its asset management subsidiary, GCIC Ltd., with a robust platform for entry into the world’s largest investment market.